Levy Wealth Management Group, LLC JQUA Holdings History
Levy Wealth Management Group, LLC's JPMorgan U.S. Quality Factor ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 634,321.00 shares of JPMorgan U.S. Quality Factor ETF(JQUA), totaling $33.59 Mil. This investment constitutes 8.6% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding JPMorgan U.S. Quality Factor ETF(JQUA) stock.
The initial trade took place in 2022Q4. And since then Levy Wealth Management Group, LLC has made 6 purchases of JQUA, at an average price of $40.45, for a total of 634,321.00 shares. Based on historical transaction data and JQUA's current price of $55.46, Levy Wealth Management Group, LLC's estimated gain on his JQUA holdings is $9.52 Mil, reflecting a 37.09% gain to date.
Levy Wealth Management Group, LLC JQUA ($55.46) Holding Chart
Levy Wealth Management Group, LLC JQUA ($55.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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